For Individuals For Employers For Partners

Meet Your Team

Our 260+ employees strive to make benefits EASY: easy for your people; easy for your business; and easy for you

Sam Mitchell

CEO, Partner

Garrett Murphy

Financial Planner

James Nestor

Head of Compliance & Risk

Danielle Nolan

VP, Sales Enablement

Daniel O'Brien

Internal Sales Consultant, Advisor Channel Consulting

Jim O'Brien

Retirement Plan Advisor

Nicholas Ockenga

Financial Planner

Christopher O'Shea

Employee Benefits Consultant

Kate O'Sullivan

Benefit Analyst

Daria Oterin

Senior Consultant, Advisor Channel Consultant

Jennifer Overturf

Director, COBRA Services

Karen Pandolph

Director, Health & Welfare Operation
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